"Create Event" will get you started (found in the top right of your dashboard)!
You may also select an event a duplicate it into a new one instead!
Name your event.
Select an existing customer profile or create a new one.
Select the date and time of the event.
Click "continue" and you event has been successfully created!
By building a proposal, the event overview will fill out with additional information as you tailor the event to your client's personalizations.
Overview: all event details at a glance including location, proposal amount, customer, and tags.
Document tab: where you can view all of your created proposals for this event and any uploaded documents.
Associated contacts: any customer or vendor contacts that are linked to this event.
Inquiry tab: allows you to take a form submission and create an event from it rather than selecting "Create Event" from your dashboard.